Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that is “eroding people’s pockets”. Trahan says Fed members and other policymakers and economists are relying on economic principles that aren’t relevant right now. Three main [...]
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Tag Archives: Francois Trahan
Trahan, Hyman on What to Expect in 2010
December 21, 2009
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In a new interview with WealthTrack’s Consuelo Mack, ISI Group’s Francois Trahan and Ed Hyman — two of the top-rated strategists in their fields — offer their takes on where the market and economy will head in 2010. Trahan, ISI’s chief investment strategist and Institutional Investor magazine’s 2008 top-ranked investment strategist, told Mack that he [...]
Read moreThe Next Asset Bubble?
September 18, 2009
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ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are putting us on track for another asset bubble. At the State of Wisconsin Investment Board’s recent annual reception, Trahan said that the massive capital injections [...]
Read moreThe Expanding-Market-Share Fallacy?
July 15, 2009
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When it comes to recessions, particularly bad ones like that which we’re seeing now, the strong survive. Good companies persevere, and pick up market share from their weaker rivals, which can lead to big stock price gains — or so the theory goes. But Francois Trahan, the chief investment strategist at International Strategy & Investment [...]
Read moreStocks Rising, Dollar Falling — How to Benefit from Both
May 21, 2009
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As stocks have surged over the past two-and-a-half months, the dollar has tumbled. And, according to Francois Trahan and ISI Group’s Portfolio Strategy Group, you can reap the benefits of both. On Barrons.com, Randall W. Forsyth writes that Trahan’s group says investors bullish on U.S. equities should buy stock in big, global companies that may [...]
Read moreMarket Opportunities, but Long U.S. Economic Recovery, Strategists Say
April 15, 2009
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Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on the stock markets on Consuelo Mack’s WealthTrack recently, though they think the U.S. economy could be in for a long haul in righting itself. Trahan [...]
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